See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,370 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $14,412 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,224 | $118,971-45.2% | $112,977-42.3% | $73,488-11.2% |
| Participation rate | 89.1% | 83.3%+5.7pp | 82.6%+6.5pp | 70.7%+18.4pp |
| Annual return | 13.50% | 17.79%-4.3pp | 24.24%-10.7pp | 28.51%-15.0pp |
| Employer contribution / active EE | $2,261 | $4,091-44.7% | $4,255-46.9% | $2,270-0.4% |
| Participant deferral / active EE | $3,618 | $6,133-41.0% | $5,836-38.0% | $3,740-3.3% |
| Admin fee / account holder | $271 | $573-52.7% | $6,294-95.7% | $513-47.2% |